Albany County Opportunity, Inc. Partnership 403(b) match, vesting and fees
What Albany County Opportunity, Inc. Partnership's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Sec. Corp LLC | Schedule C ↗ |
| Independent auditor | Uhy LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Albany County Opportunity, Inc. Partnership: employer contribution per participant | $930 | |
| Peer median | $1,468 |
| Albany County Opportunity, Inc. Partnership: average balance | $26,847 | |
| Peer median | $37,786 |
| Albany County Opportunity, Inc. Partnership: admin expenses ÷ assets | 0.58% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.3M at the end of plan year 2021 to $4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 171 | $4M | $138K | $930 | 0.58% | Not published | Form 5500 ↗ |
| 2023 | 174 | $3.2M | $111K | $766 | 0.68% | Not published | Form 5500 ↗ |
| 2022 | 191 | $2.8M | $113K | $708 | 0.73% | Not published | Form 5500 ↗ |
| 2021 | 197 | $3.3M | $109K | $600 | 0.75% | Not published | Form 5500 ↗ |
Common questions
Does Albany County Opportunity, Inc. Partnership match 401(k) contributions?
The match terms for the Albany Community Action Partnership 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $138K in employer contributions, about $930 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Albany County Opportunity, Inc. Partnership 401(k) match vested?
The vesting schedule for the Albany Community Action Partnership 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Albany County Opportunity, Inc. Partnership 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Sec. Corp LLC. The plan administrator is Albany County Opportunity, Inc. Partnership.
I left Albany County Opportunity, Inc. Partnership. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Albany County Opportunity, Inc. Partnership, (518) 463-3175) or the recordkeeper, Mutual of America Sec. Corp LLC. The Albany County Opportunity, Inc. Partnership old 401(k) page lists the contacts from every plan filing. Find an old Albany County Opportunity, Inc. Partnership 401(k)
Data from the public Form 5500 annual reports Albany County Opportunity, Inc. Partnership filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Albany County Opportunity, Inc. Partnership. Not financial advice. Report a correction · Methodology